White papersInflation Squeezes Consumers and Producers Alike
Inflation isn’t just a headline, it’s spreading through the supply chain. Energy costs are lifting producer and import prices, increasing the risk of persistent inflation. Even if energy pressures ease, underlying inflationary momentum is likely to remain.
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NewsInvestors create definitions and assessment framework for shareholder engagement
VOICE project intended to help asset owners convey expectations of asset managers for ‘good’ stewardship
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NewsBayer shuns active FX risk with extensive pension asset hedging
German pharmaceutical and biotechnology company Bayer hedges most pension currency exposure to avoid uncompensated risk
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NewsPension groups call for stronger member representation in UK regulator’s strategy
Industry respondents back TPR’s direction but seek stronger safeguards around governance, consolidation and fiduciary duty
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AnalysisAsset owner June insights: asset allocation at time of regulatory change
Pension reform, EU regulation, threats to shareholder rights, reallocation away from US assets and more - read what’s kept European pension funds busy over the past month
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NewsEU parliament proposes VC allocation requirement in IORP II review proposal
Damian Boeslager, the MEP in charge of the IORP II reform for the European Parliament, has outlined his initial thinking about the way forward
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NewsCredit Suisse pension fund de-risks as cash outflows reshape strategy
The changes mark a shift towards a more permanent environment of structural cash outflows, prompting a realignment of the investment process
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NewsDWP extends master trust-style transfer powers to CDC schemes
UK government confirms CDC schemes can receive bulk transfers without consent, prompting early industry support
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AnalysisIPE UK Briefing: Fidelity and L&G see each default fund reach £25bn AUM
Plus: Mansion House Accord anniversary; Venture capital commitment; Pensions Commission urged to be brave; LTAF launch
PodcastDisrupting the world order
In this special edition, Sophie Dimopoulou, Head of External Distribution in Luxembourg, is joined by Professor Athanasios Platias, Professor Emeritus of Strategy at the University of Piraeus in Greece, and Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management.
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NewsSweden mulls changing AP funds’ illiquid asset rules after Northvolt lessons
AP4 welcomes review, and says buffer fund is already addressing several of report’s main recommendations
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NewsSwiss pension funds increase domestic equity exposure as funding ratios surge
Strong equity returns and higher domestic allocations lifted Swiss pension funds to historic funding highs
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NewsNBIM, investor bodies oppose EU plans to change financial analysis in sustainability reports
European Commission closed a consultation on proposed changes to the European Sustainability Reporting Standards last week
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NewsSwedish government reshuffles leadership at AP Funds
Leadership changes announced at AP2, AP3 and AP7 as several long-serving board members depart
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NewsPeople moves: PGGM appoints chief transformation officer
Plus: Association of Consulting Actuaries elects chair; Italy’s Fondoposte shuffles board
White papersEuro credit: Investment potential amid global uncertainty
Credit markets entered 2026 on a solid footing, but the landscape has since shifted significantly. What began as a year of macro optimism was tested by two successive shocks: AI-driven disruptions to private credit, and latterly, the Middle East conflict which reignited stagflation fears. However, despite this backdrop, the asset class has demonstrated notable resilience.
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NewsIPE Top 500 Asset Managers preview: leading managers report slower AUM growth
Weak US dollar translates into lower AUM growth in euro terms, but top managers consolidate market share
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NewsPME credits ESG filters for equity outperformance despite benchmark lag
Dutch pension fund says ESG screening enhanced equity returns, despite underweight to US technology
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NewsPensions UK backs action on adequacy as retirement living costs increase
Updated retirement living standards underline adequacy concerns as auto-enrolment contribution reforms remain under review
VideoFarming for the future
Why biodiversity matters. Meet Alice McNeil, Portfolio Manager of our SDG Farmland strategy. Alice highlights the relevance of biodiversity to society and the economy and shares insights on how we work with our farms to deliver biodiversity improvements.



